Paloma Partners’s STAAR Surgical STAA Stock Holding History

Paloma Partners’s Portfolio STAA Stock Details STAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,108	Closed	-$740K	–	2197
2021 Q4	$740K	Buy	+8,108	New	+$870K	0.01%	889
2021 Q3	–	Sell	-2,268	Closed	-$346K	–	1821
2021 Q2	$346K	Buy	+2,268	New	+$299K	0.01%	1227
2020 Q1	–	Sell	-18,852	Closed	-$663K	–	2017
2019 Q4	$663K	Buy	+18,852	New	+$622K	0.01%	1210

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Paloma Partners's STAA Position: Q1 2022 in Review

Paloma Partners sold out of STAAR Surgical (STAA) in Q1 2022, closing a stake of 8,108 shares — an estimated $740K sold.

Paloma Partners first reported a position in STAA in Q4 2019 and held it in 3 quarters. The position peaked at $740K in Q4 2021. 270 funds tracked by Wall St. Rank hold STAA as of Q1 2022.

Paloma Partners reported no remaining STAAR Surgical position as of Q1 2022 after selling out during the quarter.
Paloma Partners sold 8,108 STAAR Surgical shares in Q1 2022, an estimated $740K.
Paloma Partners first reported a position in STAAR Surgical in Q4 2019 and held it in 3 quarters.
Paloma Partners's STAAR Surgical position peaked at $740K in Q4 2021.
270 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.